So you move into retirement and there is little know-how on what you should be doing correctly in terms of planning. The whole process becomes puzzle pieces that can be mismatched easily. We can choose to focus our attention on the things we can control and start from there.
The top 3 key areas of focus retirees need assistance with are legal, financial, and tax -- all of these need to work together. Today, I will discuss the correct actions and what you should be doing with your money going into retirement.
In this episode, you'll learn...
- Chris' positive focus for the week
- What I can share with you in my interview with Gracefully Greying show.
- My background before I went into Law and become CELA
- Plan for preservation and distribution
- Tax analysis where you can actually run numbers
- Tax Planning
- Asset based long-term care or hybrid policies
- The right insurance set up
- VA benefit for home care
- Five different areas every retiree needs to think about
- What you can do to be prepared for change - pandemic, elections, etc.
- Rethinking your retirement plan in 2020
- Looking for options to accumulate wealth
- Income planning
- Protecting your legacy
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